Spdr Ser Tr s&p oilgas exp shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Spdr Ser Tr s&p oilgas exp (XOP) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Spdr Ser Tr s&p oilgas exp
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Quarterly reported holdings in Spdr Ser Tr s&p oilgas exp by Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 14k | 132.20 |
| 2025-06-30 | $2.0M | 16k | 125.80 |
| 2025-03-31 | $2.1M | 16k | 131.71 |
| 2024-12-31 | $1.6M | 13k | 132.37 |
| 2024-06-30 | $1.2M | 8.6k | 145.47 |
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